Fundamental Analysis Archives - PersonalFinanceLab Financial Literacy Gamified Wed, 30 Dec 2020 15:30:10 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.1 https://www.personalfinancelab.com/wp-content/uploads/favicon-50x50.png Fundamental Analysis Archives - PersonalFinanceLab 32 32 Financial Analysis – A “Check-up” for a Business https://www.personalfinancelab.com/advanced/fundamental-analysis/financial-analysis-a-check-up-for-a-business/ Mon, 27 Mar 2017 17:11:38 +0000 http://learn.stocktrak.com/?p=14767 Just like we all care about our personal health, managers and investors care about the health of their company. How can they perform a “check-up” on their business in order to determine its progress and financial health? Instead of weight or blood pressure, analysts use financial ratios.

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]]> Balance Sheet https://www.personalfinancelab.com/advanced/balance-sheet-2/ Tue, 17 Nov 2015 14:40:17 +0000 http://learn.stocktrak.com/?p=11438 The balance sheet is a financial snapshot of the firm on a specific date - specifically their assets, liabilities, and shareholder equity

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]]> Income Statement https://www.personalfinancelab.com/advanced/income-statement/ Tue, 17 Nov 2015 14:38:01 +0000 http://learn.stocktrak.com/?p=11436 The Income Statement is one of the financial statements that all publicly traded companies share with their investors, which shows the company's sales, expenses, and net profit (or loss) over a period of time--usually 3 months, year-to-date, and twelve months.

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]]> Asset Allocation https://www.personalfinancelab.com/glossary/a-g/asset-allocation/ Tue, 18 Aug 2015 15:21:11 +0000 http://education.howthemarketworks.com/?p=8772 "Asset Allocation" is how you have divided up your investments across different assets. You can have all your assets in one place, or you can use diversification to spread them around to reduce risk.

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]]> MACD https://www.personalfinancelab.com/glossary/macd-2-2/ Wed, 20 May 2015 16:06:45 +0000 http://education.stocktrak.com/?p=989 The Moving Average Convergence-Divergence (MACD) indicator is one of the easiest and most efficient momentum indicators you can get. The MACD moves two trend following indicators and moving averages into a momentum oscillator by subtracting the longer moving average from the shorter moving average. The result is that the MACD gives the best of both worlds: trend following and momentum.

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]]> Black-Scholes https://www.personalfinancelab.com/glossary/black-scholes-2/ Wed, 20 May 2015 14:27:58 +0000 http://education.stocktrak.com/?p=909 The Black-Scholes formula is the most popular ways to calculate the "true" price of an option.

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]]> Free Cash Flow https://www.personalfinancelab.com/glossary/free-cash-flow/ Wed, 09 Oct 2013 16:24:08 +0000 http://education.howthemarketworks.com/?p=6481 Free Cash flow is the cash available to all the capital providers of a company. There are two types of free cash flows: 1) Cash flow available to pay out to all capital providers and 2) Free Cash Flow to Equity (FCFE).

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]]> Form-8K https://www.personalfinancelab.com/glossary/form-8k/ Wed, 09 Oct 2013 01:49:03 +0000 http://education.howthemarketworks.com/?p=6475 The Form-8K is a SEC-mandated report filed by public companies to report unexpected events or transactions that are material in nature, and thus have an impact on the share prices of the company.

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]]> Fixed Income Analysis https://www.personalfinancelab.com/advanced/fixed-income-analysis/ Tue, 08 Oct 2013 14:46:59 +0000 http://education.howthemarketworks.com/?p=6471 Fixed income analysis is the process of evaluating and analyzing fixed income securities for investment purposes. Read this article to discover the elements of fixed income analysis.

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]]> Discounted Cash Flow https://www.personalfinancelab.com/glossary/discounted-cash-flow/ Thu, 03 Oct 2013 13:37:30 +0000 http://education.howthemarketworks.com/?p=6455 Discounted Cash Flow (DCF) is a valuation technique or model that discounts the future cash flows of a business, entity, or asset for the purposes of determining its value.

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